Relationship Manager-First Wealth

Location: Panjim / Panaji (Goa)

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Job Overview

Experience: 3.0 - 5.0 Years

Salary: As Per Industry

Gender: Both Male & Female

Function:

Job ID: 76004

Post Live On: Apr 25, 2026

Valid Upto: May 25, 2026

Job Type: PermanentJob

PWD: 0

Primary Qualification

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Job Description

Job Summary :

Job Requirements

Job Description:

Company Name: IDFC FIRST Bank

Job Title: Relationship Manager-First Wealth

Job Type: Full-Time

Job Category: Sales & Relationship Management- Retail Banking

Department: Retail Banking > Branch Banking > Branch

Location: Panaji, Goa, India

IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager-First Wealth to join our team in Panaji, Goa. As a Relationship Manager, you will be responsible for managing and growing the First Wealth portfolio of the branch, while providing exceptional customer service to our clients.

Key Responsibilities

  • Develop and maintain strong relationships with existing First Wealth clients, and actively acquire new clients through referrals and other business development activities
  • Understand the financial needs and goals of clients and provide them with suitable investment solutions and products
  • Conduct regular portfolio reviews and provide timely updates to clients on market trends and investment performance
  • Collaborate with other departments within the bank to cross-sell products and services to clients
  • Meet and exceed sales targets and contribute to the overall growth of the branch
  • Ensure compliance with all regulatory and internal policies and procedures

Qualifications

  • Bachelor's degree in Business, Finance, or a related field
  • Minimum of 3 years of experience in sales and relationship management in the banking or financial services industry
  • Strong knowledge of investment products and services
  • Excellent communication and interpersonal skills
  • Proven track record of meeting and exceeding sales targets
  • Ability to work independently and as part of a team
  • Knowledge of local market and customer base in Panaji, Goa is preferred

We offer a competitive salary and benefits package, as well as opportunities for career growth and development within our organization. If you are a driven and results-oriented individual with a passion for sales and relationship management, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank.
Company Info

Company: Monster.com (India) Private Limited

Type: IT-ITeS 

Contact Person: Foundit

Email: ixxx@foundit.in

Phone: 80xxxxx11

Website: https://www.foundit.in/

Address: Wing B, 6th Floor, Smartworks, Aurobindo Galaxy, Plot No 01, Sy. No 83/1, TSIIC, HITECH City, Raidurg, Hyderabad, Telangana, 500081